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iShares S&P MidCap 400 Value Index shares owned by Operose Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Operose Advisors from 13F filings

Historical chart of Operose Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Operose Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Operose Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 18k 129.72
2025-06-30 $2.2M 18k 123.58
2025-03-31 $2.1M 18k 119.73
2024-12-31 $2.2M 18k 124.96
2024-09-30 $2.1M 17k 123.62
2024-06-30 $1.5M 13k 113.46
2024-03-31 $1.5M 13k 118.29

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Mid-Cap ETF Etf (VO)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Common (MSFT)
iShares International Select Dividend ETF Etf (IDV)
NVIDIA Corp Common (NVDA)
Broadcom Common (AVGO)
iShares Russell 2000 ETF Etf (IWM)
Apple Common (AAPL)

View all positions for Operose Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index